Charles Clem, financial advisor Carmel IN

Charles Clem

CRD Number: 7491095
Current Firm: Shepherd Financial Investment Advisory LLC

Charles Clem (CRD# 7491095) is an Investment Advisor Representative working at Shepherd Financial Investment Advisory LLC in Carmel, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Shepherd Financial Carmel, IN Jan 2022 - Current 2
Community Health Network Indianapolis, IN Feb 2021 - Dec 2021 < 1
Kindred Indianapolis, IN Jun 2018 - Feb 2021 2
University Of Indianapolis Indianapolis, IN Jun 2015 - May 2018 2
Proanox Systems Indianapolis, IN Jun 2013 - Jun 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Charles C. Clem
Phone Number: 317-975-5033
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    4,017
    MILLIONS
  • Total Number of Accounts
    1,601
    ACCOUNTS
  • Average Account Value
    $2,509,021
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, DE, FL, IL, IN, KS, KY, MD, MI, NC, OH, PA, SC, TN, TX

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